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Disclosery

Janney Montgomery Scott LLC: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Janney Montgomery Scott LLC on CGDV, newest first. How the timeline and the estimate are built.

Janney Montgomery Scott LLC held 3,393,461 CGDV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,393,461 shares
    Change vs previous 13F +113,067 shares

    0.32% of the 13F portfolio, value $167,230,000.

    13F-HR 0001329948-26-000006 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,280,394 shares
    Change vs previous 13F +351,973 shares

    0.35% of the 13F portfolio, value $139,548,000.

    13F-HR 0001329948-26-000004 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,928,421 shares
    Change vs previous 13F +242,466 shares

    0.29% of the 13F portfolio, value $127,796,000.

    13F-HR 0001329948-26-000001 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,685,955 shares
    Change vs previous 13F +351,453 shares

    0.27% of the 13F portfolio, value $112,891,000.

    13F-HR 0001329948-25-000015 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,334,502 shares
    Change vs previous 13F +342,751 shares

    0.24% of the 13F portfolio, value $92,189,000.

    13F-HR 0001329948-25-000008 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,991,751 shares
    Change vs previous 13F +159,454 shares

    0.2% of the 13F portfolio, value $70,986,000.

    13F-HR 0001329948-25-000004 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,832,297 shares
    Change vs previous 13F +179,671 shares

    0.18% of the 13F portfolio, value $64,607,000.

    13F-HR 0001329948-25-000001 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,652,626 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $60,222,000.

    13F-HR 0001329948-24-000023 filed by Janney Montgomery Scott LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).